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Opinion
Professional Adviser
52 分钟
Opinion
Andrew Goodwin: Politics and pensions - two traps for savers to avoid
Andrew Goodwin returns to Professional Adviser with an incisive analysis of politics, pensions and the adviser’s role in the ...
Professional Adviser
1 小时
Wellington Management bolsters UK wealth market reach with revamp of four funds
Wellington Management has expanded its UK and European market reach by merging four of its funds from Luxembourg structure FCP into SICAV strategies.
Professional Adviser
1 小时
Women put children first when thinking about wealth planning
Women put their children first when thinking about wealth planning, in contrast to men who are more likely to prioritise ...
Opinion
Professional Adviser
18 小时
Opinion
What to expect from the FCA on financial crime in 2025
Lawyer Daren Allen explores the latest trends in financial crime and highlights what the FCA is doing about it... Enforcement ...
Professional Adviser
21 小时
Tough but manageable: The advice PII market in 2025
Sam Barker explains why are PII premiums so high, what constitutes a reasonable price and which exclusions IFAs need to look ...
Professional Adviser
22 小时
Acquisitions rise in 2024 as 'smaller IFA firms exit market'
There was a notable increase in acquisitions among IFA firms in 2024, with 9% of firms having acquired other businesses as of ...
Professional Adviser
1 天
FOS upholds complaint against Options Pensions over SIPP due diligence failure
The Financial Ombudsman Service (FOS) has upheld a complaint against troubled self-invested personal pension (SIPP) provider Options UK Personal Pensions – formerly Carey Pensions - over due diligence ...
Professional Adviser
1 天
'A marathon not a sprint': Frankie Smith on her first year running an advice business
As IFA Frankie Smith’s business approaches its first anniversary, the entrepreneur sat down with Professional Adviser to ...
Professional Adviser
1 天
Transact to streamline adviser fee reconciliation with CURO integration
Transact aims to improve efficiency for financial advisers by automating the reconciliation of client fees with its updated ...
Professional Adviser
1 天
Saba Capital defeated at Baillie Gifford US Growth and Keystone meetings
US activist hedge fund Saba Capital has been defeated in two general meetings at a pair of Baillie Gifford investment trusts ...
Professional Adviser
1 天
Advisers face growing pressure to justify platform switches - The Lang Cat
The Lang Cat will support financial advisers in evidencing platform switches for their clients with an update to its Analyser ...
Professional Adviser
1 天
The Lang Cat: Advisers face growing pressure to justify platform switches
The Lang Cat will support financial advisers in evidencing platform switches for their clients with an update to its Analyser ...
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